Woodstock is an asset management company that provides investment services to clients.

Woodstock

Woodstock Corporation is a privately-owned wealth management firm. We provide highly personalized portfolio management services, financial counseling, personal trust and fiduciary services, and investment services to high-net-worth individuals and their families, trustees, corporations, and philanthropic institutions. As one of Boston’s oldest private wealth management firms, Woodstock has a clear and straightforward mission: to create and preserve wealth for our clients. We formulate an investment strategy and provide the asset management services that we believe will best help clients achieve goals and secure their financial future.

Woodstock is dedicated to meeting or exceeding expectations, both in terms of investment performance and with the array of financial and advisory services we offer. We are committed to delivering unparalleled service, and as registered investment advisors and fiduciaries, we are required to put our clients’ needs ahead of our own. We provide frequent communication, encouraging the kind of open exchange that builds confidence in us as trusted advisors and that fosters peace of mind for those we serve. As a fee-only firm, our goals are aligned with yours.

We invite you to learn more about how we can put our experience to work for you. 


Woodstock Corporation 

Will 2017’s Successful Tax Reforms Continue After 2025?
The “largest corporate tax reduction in the history of the US” was a big success. “The results of the [2017] Trump corporate tax reform were more business investment, more growth, more wages for workers, and little impact on government revenue as lower corporate rates were offset by an expanding economy,” said the WSJ. Corporate taxes made up only 9% of federal receipts in FY 2022, with individual income taxes providing 54%. Surprisingly, 80% of that 54% is paid by only 10% of filers with incomes of $200,000 or more. The 2017 overhaul expires at 2025’s end, prompting suggestions for change. Which direction might tax policy take? Click here: https://lnkd.in/ewASAD3i #taxreform #taxreduction #corporatetax #businessinvestment #growth #economy #taxpolicy

Our overall investment optimism is built on our interpretation of the Consumer Price Index (CPI) reporting methodology over the short and intermediate term. This will reinforce that we are in a lower, return-to-pre-Covid inflation cycle which has room to run. It also supports our belief that the corporate world’s adoption and implementation of artificial intelligence (AI) will be a structural force for combating inflation longer term. For the next three to five years, there will be the assist from CPI’s methodology in reducing inflation over the next year. To learn why many believe the Fed is confident that it has already achieved its objective and should begin easing, click here: https://lnkd.in/eKQTV-YW #cpi #optimism #investments #AI #inflation #fed #easing

How many investors in mid-October 2022 would have believed that 50% appreciation in the S&P 500 was possible over the next two years? Investors had just absorbed a 25% meltdown in the S&P 500 over the previous ten months. But since October 13, 2022, the S&P 500 has risen from 3,492 to 5,261—up 50.7% on an intraday basis. It has been a nearly two-year upcycle but additional upside potential awaits. Only 56 stocks have outperformed the bull market since October 2022. On one hand, that is discouragingly low. On the other, it is very encouraging, as it indicates there must be upside potential in a host of other companies. Could this augur for a return to a stock picker’s market? Click here: https://lnkd.in/euyah4px #appreciation #upside #s&p500 #upcycle

Since 2009, Woodstock Corporation has managed what we call the strategies in three sectors. Each invests in smaller and potentially more volatile companies than those that make up Woodstock’s Monitor List of 100 companies that our investment managers place in client accounts. The Energy Strategy is a portfolio diversified across energy subsector niches. The Healthcare & Biosciences Strategy primarily focuses on late-stage clinical and commercial bioscience companies working on therapeutics with substantial commercial potential, as well as certain medical technologies. The Technology Strategy invests in information technology companies. For more about each sector’s specific focus, click here: https://lnkd.in/eW-7rNYJ #energy #healthcare #technology #strategies

Certain favorable trends suggest a very optimistic outlook for our investment style, even though things could happen to disrupt those trends. There’s been some good news in areas more commonly treated as problem areas, including a world population increase and 3% growth in the global economy 2023. While we see good examples on the world and national stages of learning from experiences, evidence-based decision-making is not always adopted. An Americanized version of a Chinese proverb says the person who believes something can’t be done should at least get out of the way of the person doing it. So, good news, good insights, a way to move forward. To learn what could get in the way, click here: https://lnkd.in/eSeGBVzb #outlook #optimistic #investment #trends #global #economy

Sustained higher interest rates and inflation damped deal and exit activity in the US private equity market in 2023. “The growing need for liquidity options will likely drive an explosion in continuation funds that provide cash-out opportunities and secondary sales by fund investors.” The investment community hopes individual investors will step in. Such investors should look for investments that follow the rules, know what “return” to expect for additional risk, and, if entering a secondary offering, know how the assets are valued. A good private equity investment should return two to three times your money in a relatively short period. For more on assessing such investments, click here:  https://lnkd.in/efFhKC6W #privateequity #opportunities #inflation #liquidity #investments #interestrates #risk

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